MinichMacGregor Wealth Management’s WEC Energy WEC Stock Holding History

MinichMacGregor Wealth Management’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-25	Closed	-$1K	–	595
2018 Q2	$1K	Hold	25	–	–	﹤0.01%	510
2018 Q1	$1K	Hold	25	–	–	﹤0.01%	492
2017 Q4	$1K	Hold	25	–	–	﹤0.01%	475
2017 Q3	$1K	Hold	25	–	–	﹤0.01%	458
2017 Q2	$1K	Hold	25	–	–	﹤0.01%	454
2017 Q1	$1K	Hold	25	–	–	﹤0.01%	442
2016 Q4	$1K	Hold	25	–	–	﹤0.01%	441
2016 Q3	$1K	Hold	25	–	–	﹤0.01%	438
2016 Q2	$1K	Hold	25	–	–	﹤0.01%	422
2016 Q1	$1K	Buy	+25	New	+$1.4K	﹤0.01%	413

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

MinichMacGregor Wealth Management's WEC Position: Q3 2018 in Review

MinichMacGregor Wealth Management sold out of WEC Energy (WEC) in Q3 2018, closing a stake of 25 shares — an estimated $1K sold.

MinichMacGregor Wealth Management first reported a position in WEC in Q1 2016 and held it in 10 quarters. The position peaked at $1K in Q2 2018. 795 funds tracked by Wall St. Rank hold WEC as of Q3 2018.

MinichMacGregor Wealth Management reported no remaining WEC Energy position as of Q3 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 25 WEC Energy shares in Q3 2018, an estimated $1K.
MinichMacGregor Wealth Management first reported a position in WEC Energy in Q1 2016 and held it in 10 quarters.
MinichMacGregor Wealth Management's WEC Energy position peaked at $1K in Q2 2018.
795 funds tracked by Wall St. Rank held WEC Energy as of Q3 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2018, filed 17 Oct 2018.